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AI agent for pharmaceutical sales representatives

Medical Congress Intelligence Agent

Gather congress abstracts and public posts, filter by therapy area, compare with approved messages and route items for medical review

Medical Congress Intelligence Agent: what goes in, what the agent does and what you get

What it does

Congress data and competitor news reach field teams too late or in raw form. During a congress, the agent collects published abstracts and public posts and filters them by therapy area. It compares each item with the company's approved messages and flags those that support, conflict with or add to them. It checks each source for type and date and marks the reliability. It routes items to medical review with a short summary. Medical affairs decides what the reps may use. Edge case: an abstract reports a competitor result with a small sample, and the agent labels it as preliminary.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Congress begins 2 USES A TOOL Collect abstracts and public posts 3 DOES Filter by therapy area and product 4 CHECKS THE RESULT Is each source public, dated and attributable? If not: Drop or mark unverified items. Back to step 2. 5 DOES Compare items with approved messages 6 DOES Write a short neutral summary of each relevant item 7 YOU APPROVE Medical affairs reviews each summary 8 USES A TOOL Update the item list with medical decisions 9 CHECKS THE RESULT Does each released item have an approval on record? If not: Remove it from the field brief and requestreview. Back to step 7. 10 DOES Build the field brief with approved items only 11 RESULT Congress intelligence brief
Read the steps as a list
  1. Congress begins
  2. Collect abstracts and public posts
  3. Filter by therapy area and product
  4. Is each source public, dated and attributable?If not: Drop or mark unverified items. Back to step 2.
  5. Compare items with approved messages
  6. Write a short neutral summary of each relevant item
  7. Medical affairs reviews each summaryThe agent waits here for your OK.
  8. Update the item list with medical decisions
  9. Does each released item have an approval on record?If not: Remove it from the field brief and request review. Back to step 7.
  10. Build the field brief with approved items only
  11. Congress intelligence brief

How it decides

Items are filtered by therapy area and source type; nothing reaches reps until medical affairs approves it.

  • Include only public sources
  • Flag preliminary data and small samples
  • Never mix approved and unapproved items
  • Keep summaries neutral

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Therapy areas
  • Source types
  • Review turnaround
  • Brief format

What keeps you in control

It always asks you first

  • Medical affairs approves every item for field use
  • Medical affairs approves any comparison with a competitor

Hard limits

  • Never send unapproved items to reps
  • Never present data as a claim

It stops when

  • Done: approved brief delivered
  • Stop: a source cannot be verified

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensAt a heart congress, the agent collected 86 abstracts and filtered 14 for the therapy area. It dropped 3 posts without source details. One abstract had 42 patients and a competitor outcome. It routed it as preliminary. Medical affairs approved 9 items and held that one. The field brief had 9 approved items.

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